Privacy Policy

This privacy policy discloses the privacy practices for www.allocaterite.com. This privacy policy applies solely to information collected by this web site. It will notify you of the following:

What personally identifiable information is collected from you through the web site, how it is used and with whom it may be shared.

What choices are available to you regarding the use of your data.

The security procedures in place to protect the misuse of your information.

How you can correct any inaccuracies in the information.

Personal data received or transferred to our website is subject to the regulatory enforcement powers of the U.S. Federal Trade Commission. In certain situations, we may be required to disclose personal data in response to lawful requests by public authorities, including to meet national security or law enforcement requirements.

Information Collection, Use, And Sharing

The user recognizes that non-public information concerning the user disclosed by the user to AllocateRite ("the Company"), or other agents of either party (the "information") (such as the user's name, company name, address, assets under management, type of business, etc.) (i) may be disclosed to the general partner, attorneys, accountants and auditors in furtherance of the Company's business and to other service providers such as brokers who may have a need for the information in connection with providing services to the company, (ii) to third party service providers or financial institutions who may be providing marketing services to the funds provided that such persons must agree to protect the confidentiality of the information and use the information only for the purposes of providing services to the Company and (iii) as otherwise required or permitted by law. The Company restricts access to the information to their employees who need to know the information to provide services to the Company, and maintain physical, electronic and procedural safeguards that comply with U.S. federal standards to guard the information.

Your Access To And Control Over Information

You may opt out of any future contacts from us at any time. You can do the following at any time by contacting us via the email address or phone number provided on our website:

See what data we have about you, if any.

Change/correct any data we have about you.

Have us delete any data we have about you.

Express any concern you have about our use of your data.

Registration

In order to use this website, a user must first complete the registration form. During registration a user is required to give certain information (such as name and email address). This information is used to contact you about the products/services on our site in which you have expressed interest.

Duration

We will retain your personal information for as long as is necessary and as permitted by applicable laws.

Your Rights

We always will enable you to exercise your rights as provided by data protection laws.

Depending on the laws of the country where you live, you may have other rights in respect of your personal information. If you wish to exercise any legal right in respect of your personal information, please contact us.

In some cases, we may be entitled to decline a request you have made regarding your personal information, in accordance with application laws. We will explain if that is the case. Otherwise, we will meet your request as promptly as we reasonably can. If you have requested that we stop sending you marketing messages, please note that you may still receive them for a short period while the request is processed.

Cookies

This site uses cookies and other tracking technologies to assist with navigation, use, authority, accessing content, and website use practices.

What are cookies?

Cookies are small tracking files that are stored by the on your computer or mobile phone. They allow websites to store user habits and preferences.

Some cookies are required for users to be able to log in to our sites.

We use "cookies" on this site. A cookie is a piece of data stored on a site visitor's hard drive to help us improve your access to our site and identify repeat visitors to our site. For instance, when we use a cookie to identify you, you would not have to log in a password more than once, thereby saving time while on our site. Cookies can also enable us to track and target the interests of our users to enhance the experience on our site. Usage of a cookie is in no way linked to any personally identifiable information on our site. Some of our business partners may use cookies on our site (for example, advertisers). However, we have no access to or control over these cookies.

Links

This web site may contain links to other sites. Please be aware that we are not responsible for the content or privacy practices of such other sites. We encourage our users to be aware when they leave our site and to read the privacy statements of any other site that collects personally identifiable information.

Security

We take precautions to protect your information. When you submit sensitive information via the website, your information is protected both online and offline.

Wherever we collect sensitive information, that information is encrypted and transmitted to us in a secure way. You can verify this by looking for a closed lock icon at the bottom of your web browser, or looking for "https" at the beginning of the address of the web page.

While we use encryption to protect sensitive information transmitted online, we also protect your information offline. Only employees who need the information to perform a specific job (for example, billing or customer service) are granted access to personally identifiable information. The computers/servers in which we store personally identifiable information are kept in a secure environment.

Updates

Our Privacy Policy may change from time to time and all updates will be posted on this page.

If you feel that we are not abiding by this privacy policy, you should contact our customer support department immediately via telephone at (212) 995-9191 or via email at [email protected].

Last updated: May 29, 2018

Disclaimer: Any information you receive from AllocateRite is believed to be accurate. Nevertheless, neither AllocateRite nor its agents are liable for any deficiencies in the accuracy, completeness, availability or timeliness of such information. The information provided on this website does not necessarily reflect the most up to date or current information available on the product or service. The information contained herein is provided without any warranty of any kind. All the information above cannot be transmitted without AllocateRite consent. All the above materials are for informational purposes only. AllocateRite is registered with the Securities and Exchange Commission (“SEC”).

AllocateRite claims compliance with the Global Investment Performance Standards (GIPS®).

AllocateRite first claimed compliance with the Global Investment Performance Standards (GIPS®) standards on 3/24/2017, for the periods 01/06/2016 through current.

AllocateRite reviews a total firm AUM report broken out by account on a monthly basis to ensure that only actual assets managed by the firm are included. All accounts deemed to be advisory only, hypothetical, or model in nature are excluded from total firm AUM. AllocateRite currently reviews only firm AUM on a monthly basis. Composite AUM, is checked to eliminate any double counting of assets.

A GIPS report and/or the firm’s list of composite descriptions can be obtained upon request at [email protected]. GIPS® is a registered trademark of the CFA institute. The CFA institute does not endorse or promote this organization nor does it warrant the accuracy or quality of the content contained herein.

Actual composite performance includes dividends and dividends reinvested.

Actual Performance figures are reported in US $.

The indices/funds used by AllocateRite LLC have not been selected to represent an appropriate benchmark to compare an investor’s performance, but rather are disclosed to allow for comparison of the investor’s performance to that of certain well known and widely recognized indices/funds. Indices are typically not available for direct investment, are unmanaged and do not incur fees or expenses. Past performance is not indicative of future performance.

Any performance shown in USD for the relevant time periods is based upon composite results of the AllocateRite U S Domestic portfolios. Portfolio performance is the result of the application of the AllocateRite LLC’s investment process. The composite incorporates the relevant accounts managed by AllocateRite LLC.

Portfolio performance is shown net of the advisory fees of 0.50%, the highest fee charged by AllocateRite LLC and trading costs charged by their Custodians. Performance does not reflect the deduction of other fees or expenses, including but not limited to brokerage fees, custodial fees and fees and expenses charged by other investment companies. Performance results shown include the reinvestment of dividends and interest on cash balances where applicable. The data used to calculate the portfolio performance was obtained from sources deemed reliable and then organized and presented by AllocateRite, LLC.

The S&P 500 Index measures the performance of the 500 leading economies in leading industries of the U.S. economy, capturing 75% of all U.S. equities. The SPX/Barclays Index is a blend composed of 60% Standard & Poor’s 500 Index (S&P) and 40% Bloomberg Barclays U.S. Aggregate Bond Index (BC Agg) and assumes monthly rebalancing. The S&P is regarded as the standard for measuring large-cap U.S. stock market performance. The BC Agg is an unmanaged index that is widely regarded as a standard for measuring U.S. investment grade bond market performance.

Actual performance of client portfolios may differ materially due to the timing related to additional client deposits or withdrawals and the actual deployment and investment of a client portfolio, the reinvestment of dividends, the length of time various positions are held, the client’s objectives and restrictions, and fees and expenses incurred by any specific individual portfolio.

Copyright © AllocateRite Inc. All rights reserved.